Engagement is the tool to create both impact and returns through covering a wide range of environmental and social engagement objectives, a much broader part of the market can be targeted than has typically been the case in the past by sustainability-orientated funds.
Federated Hermes' Will Pomroy explained how engaging with companies across their entire value chain can result in more sustainable companies, generate impact and enhance shareholder returns. He will lay out the impact investors can have by actively engaging with management, instead of passively backing those companies that are already impactful, as well as why small and medium-sized (SMID) enterprises offer an optimal focus for generating change.
Will highlighted the strong engagement potential in global SMID and how both current and long-term value makes now a great time to invest.
Who was this event open to?
This event was open to asset owners such as pension fund trustees and in-house executives, independent investment advisers, professional trustees and consultants.
Watch recording here
Read Federated Hermes' latest engagement case study
Sponsor
Speaker
Will Pomroy, Head of Impact Engagement – Equities, Federated Hermes Limited
Will joined the business in 2015 and, in addition to overseeing and leading the engagement programme for the SDG Engagement Equity strategy, provides ESG analysis for, and engagement with, stocks in the firm’s SMED strategies. He also promotes and supports the planning, execution and reporting of engagement and impact for our Sustainable and Impact equity strategies.
Will has a decade of experience in the responsible investment space having, among his previous roles, led the stewardship and corporate governance activity of the UK’s National Association of Pension Funds (now known as the Pensions and Lifetime Savings Association).
Prior to entering the world of responsible investment, Will worked as a senior parliamentary researcher in the UK Parliament. He chairs the Corporate Governance Expert Group of the Quoted Companies Alliance and authored an updated Corporate Governance code for them. He is a member of the Principles for Responsible Investment (PRI) SDG Advisory Committee. Will holds an MSc in Public Policy and Management from Birkbeck College at the University of London and a BSc (Hons) in Forensic Science from the University of West of England. He also holds the Investment Management Certificate and the Certificate in ESG Investing, from the CFA UK.
Host
Karen Shackleton, Chair and Founder, Pensions for Purpose
Karen has worked in the finance sector for over 30 years. As well as being Founder of Pensions for Purpose, she is Chair of the Strategic Investment Board for the Ministry of Justice and a Non-executive Director and Chair of the Board of Resonance Ltd, a social impact investment company. She sits on the Advisory Council of the Impact Investing Institute.
Karen also provides independent investment advice to the London Boroughs of Islington, Camden and Hounslow through Apex Group. She was the Chief Executive/Managing Director of AllenbridgeEpic Investment Advisers from 2010 to 2013. Before that, she had 10 years’ experience as a fund manager and director for County NatWest and BZW Investment Management (now BlackRock).
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